See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,121 | $57,016-92.8% | $84,966-95.1% | $80,856-94.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 14.89% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $877 | $1,798-51.2% | $2,727-67.8% | $2,755-68.1% |
| Participant deferral / active EE | $236 | $3,110-92.4% | $4,519-94.8% | $4,296-94.5% |
| Admin fee / account holder | $127 | $4,980-97.4% | $6,149-97.9% | $6,918-98.2% |